Previous events
All previous events
PFS CPD Event - Ethical Investing
Craig will be sharing with delegates how King and Shaxson can support adviser firms in the construction of ethical investment portfolios for their clients, providing an insight into the due diligence they conduct on funds in the SRI space, and demystifying the misconception surrounding the performance of ethical portfolios.
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CII & PFS CPD Event - Recruitment, Do's & Don'ts
Insurance and Financial Services Hirers are operating in the most competitive recruiting environment ever. Not only does the profession find it challenging to find qualified individuals, the South West region has record and national lows in unemployment which compounds our problems. This session will help those hiring in this sector to uncover some of the essential elements in attracting the candidates they want and enable them to develop an effective interview and vetting process ensuring that they are successful in recruiting quality talent and securing the people that will assist in growing their businesses.
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PFS CPD Event - Lasting Powers of Attorney PFS session
Part 1. Lasting Powers of Attorney – the “Why” “What” and “How” • Exploring both “Property & Finance” and “Health & Welfare” Lasting Powers of Attorney; • The importance of ensuring that that you and your family prepare these documents emphasising the potential difficulties if they are not; • Comparing the documents to the older Enduring Power of Attorney and the circumstances when they may no longer work as intended. Part 2. Wills & Intestacy – the Pitfalls and Practicalities • Exploring the dangers of homemade Wills, contested Wills and the risks of Intestacy; • Practical Exercise – looking in detail at the taking of Will Instructions and ensuring that we ask the right questions of our clients.
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PFS AF7 Revision Day - Sept 19
An overview of the key areas in the AF7 syllabus and how best to answer exam questions.
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PFS CPD Event - Income Protection
This is a valuable Protection session for all advisers who are required to undertake 15 hours of protection CPD per year in line with the IDD. Income Protection as a product is massively undersold however there is a need for the vast majority of clients so why isn’t it taken up? The aim of this session is to explore the reasons and factors that prevent Income Protection becoming a more main stream product, assisting you as Advisers in understanding the Income Protection provider market and product proposition so you can enhance your client offering and service.
View event detailsYPG Mental Health CPD Event
Learning takes place through a mix of presentations, group discussions and workshop activities. We limit numbers to 25 people per course so that the instructor can keep people safe and supported while they learn. Everyone who completes the course gets a manual to refer to whenever you need it and a workbook including a helpful toolkit.
View event detailsPFS CPD Event - Professional Indemnity Insurance
**THIS EVENT HAS BEEN CANCELLED** Professional indemnity insurance (PII) is liability insurance that covers firms when a third party claims to have suffered a loss, usually due to professional negligence. It is your firms’ responsibility to take out adequate cover, as set out in the FCA rules, and to think about the effect that the PII policy's terms and conditions might have on your firms’ business.
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Insuretech for Claims: The Rise of Drones - CPD Event
In this session Jon Mainwaring of Qlaims and Mark Boyt of Drone Safe Register will speak about the potential for using drones in property claims and risk surveys. Jon will explain the advantages of drones over camera poles and scaffolding, and the potential time and cost savings. He will give feedback on how the insurance industry is currently using drones. Mark will cover the legal and technical aspects of using drones commercially in the UK, and talk about practical applications of the technology.
View event detailsPFS CPD Event - Vulnerable Clients
The FCA has been paying close attention to this topic for some time – not just in Financial Services. Utility providers and supermarkets have all embraced this need into their business processes. Now, all adviser firms must have a proven up to date Vulnerable Client Policy, totally embedded across their business for all aspects of advice. This is particularly focused in later life advice and retirement planning. When it comes to retirement, most people have welcomed the freedom to choose how they take their benefits, but we do not live in a ‘one size fits all’ society. Clients’ needs, circumstances and objectives change over the period of their retirement life -which could last many years.
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PFS CPD Event - Fraud and Cyber Crime in financial services
Learning Objectives - To understand the key areas where fraud is most apparent within an application for a mortgage or investment proposal. - To be able to identify potential fraud cases and apply financial crime controls to prevent further risk to the firm and the lender/provider. - To understand where cybercrime is affecting financial services and how simple steps can mitigate some of these risks.
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YPG Event - Understanding the benefits of social media to Network successfully in our industry.
This YPG Event is targeted at all CII & PFS members who are under 40 years.
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Vulnerable Customers - CPD Event
Alan Chandler, Chartered Insurer, who is widely regarded as one of the top insurance trainers in the UK will look at how firms have been treating customers unfairly including some disturbing case studies. The presentation will include how the FCA define vulnerable customer, the measures all firms are expected to put in place and how the requirements on all firms are changing to make sure the most vulnerable are protected going forward. This continues to be a hot topic for the regulator and failure to comply leaves firms open to disciplinary measures from the regulator.
View event detailsJoint Professions Networking Group
The JPNG is a networking group exclusively for members of the local professions.
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The 97th Annual Dinner
The Insurance Institute of Exeter are delighted to announce that our 2019 97th Annual Dinner will take place on Friday 8 March 2019. Our annual black tie/dinner dress event returns to award-winning Sandy Park, Exeter and promises to be a fantastic memorable evening with good food, fine wine and enjoyable entertainment. Book now to avoid disappointment.
View event detailsPFS AF7 Revision Day
An overview of the key areas in the AF7 syllabus and how best to answer exam questions.
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Fire Safety in Commercial Premises - CPD Event
Mike Burroughs from Fire Investigations (UK) LLP presents an informative seminar on Fire Safety in Commercial Premises.
View event detailsPFS CPD Event - Probability Risks
Graham Robinson from 7IM will be presenting "Probability Risks – maths, stats & Retirement".
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Senior Managers & Certification Regime - CPD Event
Peter Ewing, FCA will be discussing The Senior Managers & Certification Regime.
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Autonomous Vehicles - CPD Event
Tim Marlow is Head of Autonomous & Connected Vehicle Research at Ageas UK will be discussing Autonomous Vehicles including the impact and opportunities to the insurance profession.
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